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5 Quick and Easy Steps for Successful Salesforce Implementation  

For successful salesforce implementation, you require planning, commitment, and strong sponsorship from your company’s executive team. <br>

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5 Quick and Easy Steps for Successful Salesforce Implementation  

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  1. www.girikon.com Top 5 Check List for Successful Salesforce Implementation

  2. www.girikon.com For successful salesforce implementation, you require planning, commitment, and strong sponsorship from your company’s executive team.

  3. www.girikon.com Plan and Prepare • Identify the vision, mission, and objective of the organization. • Assign the job role of project’s team members according to • their hierarchy i.e executive sponsor, project manager, system • administrator and other key users.

  4. www.girikon.com Setup and Customization • Keep implementation process simple • Mapp all the roles to users who will be added to the system, to ensure all users are associated with the correct roles when you go to live. • Customize report to include any custom field to show information you defined in planning stage

  5. www.girikon.com Transfer your Data • Plan your data import • Prepare your data • Test the import • Execute the import • Validate your data

  6. www.girikon.com User Adoption • Engage users with new platform and get users to realize value of adopting salesforce and encourage them to use it. • Create company’s monthly newsletter with tips and tricks for your users and success stories. Show them people’s success stories using salesforce. It will help you to increase user adoption. • Measure success of user adoption.

  7. www.girikon.com Documentation This is final step, ensure that your salesforce Implementation and processes are properly Documented and that they are constantly update.

  8. Thank You Want to know how Girikon can help you to boost your Business: Mail us at: sales@girikon.com For salesforce implementation services Visit http://www.girikon.com/salesforce-implementation-services/ Stay Updated on Salesforce: http://www.girikon.com/blog/

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